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MADE - ETF AI Analysis

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MADE

iShares U.S. Manufacturing ETF (MADE)

Rating:72Outperform
Price Target:
MADE, the iShares U.S. Manufacturing ETF, has a solid overall rating driven mainly by high-quality industrial leaders like Parker Hannifin, Honeywell, Vertiv, Amphenol, and Caterpillar, all showing strong financial performance, positive earnings commentary, and strategic growth initiatives. However, some holdings such as Deere, Cummins, General Motors, and Trane face headwinds from valuation concerns, mixed technical signals, and sector-specific challenges, which modestly weigh on the fund’s rating. The main risk factor is its concentration in U.S. manufacturing and industrial names, which can make the ETF sensitive to economic cycles, tariffs, and capital spending trends.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum.
Leading Industrial Holdings
Many of the largest positions, such as Vertiv, Eaton, Caterpillar, and Deere, have delivered strong or steady results, supporting the fund’s overall performance.
Focused Manufacturing Exposure
The fund’s emphasis on U.S. industrial and related technology companies gives investors targeted exposure to the manufacturing theme.
Negative Factors
Sector Concentration Risk
With most assets in industrials and a smaller portion in only two other sectors, the fund is vulnerable if manufacturing-related industries weaken.
Single-Country Exposure
Almost all holdings are U.S.-based, so the ETF offers little geographic diversification if the U.S. economy slows.
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, which slightly reduces the net return investors keep over time.

MADE vs. SPDR S&P 500 ETF (SPY)

MADE Summary

The iShares U.S. Manufacturing ETF (MADE) follows the S&P U.S. Manufacturing Select Index, focusing on American companies that make physical products like machinery, engines, and industrial equipment. It holds well-known names such as Caterpillar, Deere, Honeywell, and General Motors, giving you a simple way to invest in the backbone of the U.S. economy in one fund. Someone might invest in MADE to benefit from potential growth in U.S. manufacturing and to diversify beyond just tech or consumer stocks. A key risk is that it is heavily tied to the industrial sector, so it can rise or fall with the health of the manufacturing economy.
How much will it cost me?The iShares U.S. Manufacturing ETF (MADE) has an expense ratio of 0.4%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because it is a sector-specific ETF, which often requires more active management compared to broad-market index funds. However, it offers targeted exposure to the U.S. manufacturing industry, making it a specialized investment option.
What would affect this ETF?The MADE ETF could benefit from increased investment in U.S. manufacturing due to technological advancements and government initiatives supporting domestic production. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies, and global economic slowdowns that could reduce demand for manufactured goods. Its focus on industrials and exposure to companies like Deere and Honeywell make it sensitive to changes in economic conditions and sector-specific trends.

MADE Top 10 Holdings

MADE is leaning hard into U.S. industrial champions, with high-flyers like Vertiv and Eaton doing much of the heavy lifting as their shares keep rising on strong demand for power and automation gear. Caterpillar and Cummins are also pulling the fund forward, helped by steady infrastructure and equipment spending. On the tech-tilted side, Amphenol and TE Connectivity add a manufacturing-meets-electronics flavor, though their momentum has been more mixed. General Motors is more of a backseat passenger right now, lagging and slightly braking performance in this otherwise industrial-heavy, U.S.-focused lineup.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Caterpillar4.69%$2.62M$407.02B170.74%
76
Outperform
Vertiv Holdings4.65%$2.60M$127.13B249.01%
77
Outperform
Eaton4.51%$2.52M$163.90B41.48%
75
Outperform
Cummins4.33%$2.42M$90.74B117.24%
72
Outperform
Amphenol3.98%$2.22M$173.50B75.91%
78
Outperform
Deere3.70%$2.06M$156.23B20.16%
66
Neutral
Honeywell International3.32%$1.86M$132.81B-2.18%
77
Outperform
General Motors3.27%$1.83M$68.26B66.81%
73
Outperform
Parker Hannifin3.18%$1.78M$109.41B40.74%
79
Outperform
Trane Technologies3.13%$1.75M$107.54B20.75%
70
Outperform

MADE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
35.32
Positive
100DMA
34.38
Positive
200DMA
31.73
Positive
Market Momentum
MACD
0.49
Positive
RSI
54.58
Neutral
STOCH
61.63
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MADE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.47, equal to the 50-day MA of 35.32, and equal to the 200-day MA of 31.73, indicating a bullish trend. The MACD of 0.49 indicates Positive momentum. The RSI at 54.58 is Neutral, neither overbought nor oversold. The STOCH value of 61.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MADE.

MADE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$55.85M0.40%
72
Outperform
$28.10M
67
Neutral
$9.76M1.00%
70
Outperform
$8.20M0.65%
69
Neutral
$1.57M0.58%
63
Neutral
$706.60K0.45%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MADE
iShares U.S. Manufacturing ETF
36.53
12.94
54.85%
GCAD
Gabelli Commercial Aerospace & Defense ETF
HVAC
AdvisorShares HVAC and Industrials ETF
TSSD
Truth Social American Security & Defense ETF
MAKX
ProShares S&P Kensho Smart Factories ETF
DUTY
U.S. Defense ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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